Become a Certified Business
Advisor & Consultant

Institute of Advisors® –Global Business
Advisory and Consulting Credential

  • Become a Certified Professional Business Advisor(CPBA)
  • Remote, self-paced practical training course, approximately 3 months
  • Great for anyone starting or building a consultancy or advisory practice
  • Accountants, ex business managers, ex business owners, bookkeepers and professionals
  • Industry focused curriculum
  • Professional membership & exclusive community benefits
  • Remote Access – available anywhere
  • Certifications running in 10 countries around the world.
  • Includes sample consulting & advisory templates and 3 months access to consulting software.

100% MONEY BACK GUARANTEE

We stand by the quality of our courses. Enrol in the course today. If you are not completely happy, contact us within 7 days and we will give you your money back.

FREE CERTIFICATION COURSE PROSPECTUS
& CONSULTING GUIDE

Download the advisory training course outline & free 89 page -start your own advisory & consultancy business

Includes instant access to:
  • Consulting & Advisory Course outline & curriculum information
  • Access to videos of some of the most successful business advisors & consultants around the world and their tips on how you can grow your practice
  • Access to a 144-page, 21 step color consulting workbook guide

KEY MODULE LEARNING OBJECTIVES

MODULES

THE ROLE OF AN
ADVISOR

BUSINESS ADVISOR – PRACTICE READINESS & BUSINESS MODELS

CLIENT DISCOVERY
PROCESS

STRATEGIC &-
BUSINESS PLANNING

CLIENT REVIEW
MEETINGS

MARKETING & COMMERCIALISING YOUR PRACTICE

COURSE TOPICS

  • What makes a good advisor?
  • Characteristics of a good business advisor
  • Comparison to medical profession/GP
  • Client Business Lifecycle affects your role
  • Questions a sports coach asks
  • Asking Personal Questions – Peter Christman Interview
  • Mentoring
  • What do Business Owners Need?
  • Responsibilities & consequences
  • Ethics & framework
  • Business Advisory Roadmap
  • Simple Model Example
  • How to improve your advisory effectiveness?
  • Client Monthly Business Review Meeting
  • The 4 Step Strategy Execution Model
  • Collaboration based advisory
  • Q&A Session – Practice Readiness
  • Making the Leap
  • Peter Christman Tips
  • Tips for model effectiveness
  • Your Strategy
  • Your Positioning
  • Return on Investment
  • Your Business Model
  • How to Conduct a Client Discovery Meeting
  • Tip 1 – Selling Yourself, Not a Product
  • Tip 2 – Asking Open Questions
  • Tip 3 – Establishing Hot Buttons
  • Tip 4 – Focusing on Value Proposition
  • Tip 5 – Key Phrases
  • How to use the Client Discovery Software
  • Streetsmart Tips – Conducting the
    Assessment
  • Business Plans are like Rocket Ships
  • Quick & Nasty Business Plan
  • Business Planning Process
  • One Page Strategy
  • Competitor Analysis
  • Customer Needs
  • Analysing Sales Performance and Segments
  • SWOT Analysis
  • Strategic Direction
  • People Alignment and Culture
  • Biggest Impact Goals
  • Accountability is the Key to Success
  • Sample Business Plan
  • Assessment Task
  • Sample Strategic Plan Client Template
  • Developing Strategic & Operational Metrics
  • Client Accountability
  • Balanced Scorecard
  • Financial & non-financial
  • Introduction
  • Case Study – John Smith
  • What did you learn from the Case Study?
  • Understanding KPI & Strategy Map
  • Turning the Scorecard into a Monthly Review Meeting
  • Entire Lesson Plan
  • The 7 elements of success
  • Commercialization strategies
  • Review of each module
  • Self-assessment
  • Engagement types
  • Sample Billing Strategies
  • Sample marketing strategy
  • Sample marketing checklists
  • Sample Marketing Strategies
  • Sample Marketing & Building Blocks – Peter Christman
  • Your activity
  • Your personal blocks

LEARNING OBJECTIVES

By the end of this module, students will have an understanding of

  • What makes a good advisor
  • What skills to work on to be effective
  • What are the prime requirements of clients

By the end of this module, students will have an understanding of

  • What an advisory roadmap looks like and
    advisory options
  • How to structure your practice for success
  • How to build a process that provides
    maximum value
  • How to create recurring revenue and get
    your messaging right

By the end of this module, students will have
an understanding of

  • How to use a discovery meeting to win new clients
  • How to move away from a financial metric
    focus and broaden the conversation.
  • What are the most important skills for
    maximum effectiveness
  • Why emphasizing the “value proposition” is
    so important
  • How to use the MAUS technology to create
    professional presentations

By the end of this module, students will have
an understanding of

  • What a business plan and strategy is
  • How to create a plan for a client
  • How to ensure the client stays accountable
    to the plan

By the end of this module, students will have
an understanding of

  • Why strategic metrics are so important
  • How to create a scorecard from strategic
    metrics
  • How to conduct a monthly review meeting
    and in the process establish a platform of
    success for you and your client

By the end of this module, students will have
an understanding of

  • How to market their practice
  • What makes the difference between successful and failure
  • How to create marketing collateral that explains their services

Why join the Business Advisory & Consulting training course & certification

Build your confidence

Full training provided on how to build a successful business advisory practice

Stand out from the crowd

Our logo and certification will help you to stand out from your competitors as a professional.

Step by step process

The course provides a practical step by step process, including forms, templates and resources to get started immediately.

Why become a Professional Certified Business Advisor & Consultant (CPBA)

The Certified Business Advisor & Consulting Certification Course (CPBA) is an extremely practical course. You will hear advice, tips and tactics from some of the most successful Business Advisors from around the world. Unlike other online consulting courses you will be provided with and shown how to use ‘best practice’ methodology, strategic templates, market-leading advisory tools and advisory software to enhance the delivery of advisory services to help you build a successful practice.

You will learn how to engage clients, how to price your services and charge on value. You will be provided with sample marketing resources, brochures and consulting software so you can walk away from the course with a ready to go plan.

This course has been based on over 25 years of industry experience and includes a proven step-by-step methodology which anyone can follow!

What consultants, advisors and accountants say about the business advisory course & what’s included

What they said
Institute of Advisor Graduates

Peter Christman, Co-founder of the Exit Planning Institute
Who is the BAC for?

Dale Coutts, Founder & Director of FKM Global
Thoughts on the Institute of Advisors

Receive on Enrolment & Graduation

Self paced 12 month course

Certification guaranteeing credibility

Practical course work to help grow your practice

Use the CPBA logo in marketing whilst active member

Global & national
networking
opportunities

Learn the secrets of how advisors around the
world are generating 6 figure advisory practices

  • What makes a good advisor
  • How much to charge a client and
    what packages to offer
  • How to structure a monthly client
    review meeting
  • What to say in the first meeting to
    make sure you walk away with a client.
  • How to generate leads and
    win clients
  • How to focus on the big picture strategic
    framework and what forms to use

The advisory & consulting certification course
is run in over 10 countries
around the world

The Institute of Advisors is a body representing professional Business Advisors around the world, founded in 2009 with the aim of raising the standards in Business Advisory services.

The Institute of Advisors runs certification courses in 10 countries around the world and is the leading global educational body with headquarters based in Australia.

Peter Christman
The Christman Group

“Real world, practical insights and techniques, allows consultants to be productive almost immediately. A must for anyone entering the advisory profession or those in it that are not achieving their goals and objectives”

Lori Parkins
Parkins Financial

“What I most liked about the course was that it pointed me in the direction that I really needed to focus on. Immediately after the course I had an opportunity with a client to build a 90 day plan on how to change her approach to marketing for new clients and other customers”

Dario Zanichelli
Chicagoland CPAs

“I highly recommend this course for beginners in consulting for small to medium sized businesses”

The goal of the Institute
of Advisors is to

Is to lift the quality of advice and give advisors a practical framework to help build a more successful practice and have better, more positive outcomes for
business owners.

  • The Institute of Advisors is a body representing professional Business Advisors around the world, founded in 2009 with the aim of raising the standards in Business Advisory services.
  • The Institute of Advisors runs certification courses in 10 countries around the world and is the leading global educational body with headquarters based in Australia.
  • The Institute acts as a body to lobby government as well as educating professional associations on a higher level of professional standards across the business advisory industry.

The goal of the Institute is to have as many advisors and accountancy firms certified as business advisors by the end of 2021.

The CPBA is a completely self-paced online program, allowing you to fit it in with your lifestyle. But the course is complemented with live webinars, where we bring advisors together from all around the world. Our platform and events ensure you are successfully implementing and applying the principles, methodologies and the technology provided.

There is over 40 hours of online material & exercises + live, optional webinars.

The certification must be completed within a 12 month period but as it is self-guided you can complete it as quickly as you like.

Anyone wishing to build a consultancy or advisory practice targeting small to Medium sized business.

• Accountants / bookkeepers,
• Business advisors,
• Ex business managers,
• Consultants and business coaches,
• Ex business owners,
• Financial & wealth planners,
• Professional advisors such as M&a, business brokers & lawyers